$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-02-2020
- Office Locations
- 2
Office Locations
-- -- IA
-- Ankeny IA
About Black Mammoth LLC
Black Mammoth LLC is an Iowa-based advisory offering a spectrum from a la carte help and DIY plan reviews to holistic financial planning and a modern family office (bill pay, business and exit planning, travel). Serves families and business owners with portfolios built primarily with ETFs and public funds, including custody via Schwab or Altruist. Recognized on Investopedia’s Top 100 Financial Advisors list.
Team overview
34 AVG AGE
$2.5M AVG AUM / ADVISOR
$57.9K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Fusion ember Focus Capital
Client Personas
Vector fusion Peak
Investment Themes
Meridian meridian Value Legacy
Investment Vehicles
Fusion
Services
Element Focus Pathway oak Value zenith Unison Summit eagle Zenith fusion Pioneer Oak insight Capital timber
Owner & Executives
STOY TYREE HALL
Chief Compliance Officer
- CRD
- #6104973
- Ownership
- Less than 5%
(356) 301-4746
catalyst.vector@embercapital.com
in linkedin.com/in/quantum-value
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,487,752 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,487,752 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,487,752
Public Funds:
34.2% Cash:
24.1% Equity - Exchange:
21.1% Other:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $476,511,126 | 34.2% |
| Cash | $335,787,080 | 24.1% |
| Equity - Exchange | $293,987,858 | 21.1% |
| Other | $287,021,322 | 20.6% |
| Total | $1,393,307,386 | 100.0% |